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JPMorgan Chase
JPM

Overview Fund Activity

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
2
CSIA
Charles Schwab Investment Advisory
California
+$279M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$241M
4
Bank of America
Bank of America
North Carolina
+$134M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$134M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.06B
2
EVM
Eaton Vance Management
Massachusetts
-$882M
3
BlackRock
BlackRock
New York
-$523M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$501M
5
Goldman Sachs
Goldman Sachs
New York
-$478M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
2076
Winch Advisory Services
Wisconsin
$470K -$3.28M -31,435 -87%
SIM
2077
Sterling Investment Management
Arizona
$470K +$24.2K +232 +5%
WWM
2078
Wagner Wealth Management
South Carolina
$469K +$42.2K +405 +10%
SEIA
2079
Signature Estate & Investment Advisors
California
$468K +$98.3K +943 +27%
IUHSA
2080
Itau Unibanco Holding S.A.
Brazil
$467K -$1.27M -12,146 -73%
LI
2081
LVZ Inc
Michigan
$459K +$104 +1 +0%
PAA
2082
Peregrine Asset Advisers
Oregon
$457K -$8.56K -100 -2%
SWP
2083
Strategic Wealth Partners
Ohio
$456K +$44.3K +425 +11%
SIM
2084
Sonora Investment Management
Arizona
$455K -$478K -4,592 -51%
SQA
2085
Simon Quick Advisors
New Jersey
$454K -$131K -1,260 -22%
PCP
2086
Proficio Capital Partners
Massachusetts
$451K +$7.29K +70 +2%
AIS
2087
American Investment Services
Massachusetts
$450K – – –
DBRC
2088
D.B. Root & Company
Pennsylvania
$449K +$8.03K +77 +2%
RSVP
2089
Ramsay Stattman Vela & Price
Colorado
$447K -$2.61K -25 -0.6%
TCOO
2090
Trust Company of Oklahoma
Oklahoma
$443K -$3.13K -30 -0.7%
FSA
2091
Financial Services Advisory
Maryland
$443K +$2.19K +21 +0.5%
HPIA
2092
Hamilton Point Investment Advisors
North Carolina
$442K +$6.04K +58 +1%
RPAM
2093
Rhenman & Partners Asset Management
Sweden
$441K -$120K -1,156 -21%
FRM
2094
Fox Run Management
Connecticut
$440K +$440K +4,221 New
DA
2095
Doliver Advisors
Texas
$439K +$61.5K +590 +16%
SNBOSD
2096
Security National Bank of So Dak
Iowa
$438K -$2.08K -20 -0.5%
BIA
2097
BHK Investment Advisors
Alabama
$432K -$30.5K -293 -7%
WAAG
2098
Wealth Alliance Advisory Group
Kansas
$431K +$14.2K +136 +3%
AC
2099
Avestar Capital
New York
$430K +$21.3K +215 +5%
CI
2100
Cambiar Investors
Colorado
$428K +$1.46K +14 +0.3%
82 83
84
85 86